James R. Waters, CFP Named a 2014 Five Star Wealth Manager

 

July 10, 2014

 

JRW_WW.jpgPARTNERSINWEALTH is pleased to announce that, for the fourth year in a row, Jim Waters is a winner of the Houston Five Star Wealth Manager award for 2014.  This award will be featured in the August 2014 issue of Texas Monthly magazine.

 

Jim achieved this honor by being voted as one of the wealth managers in the Houston market with a high score of overall satisfaction according to clients, peers and industry experts.

 

Five Star Professional surveyed high net worth households in the Houston region. Participants in the survey were asked to evaluate only those wealth managers they knew through personal experience and rated that individual according to criteria such as integrity, value for fee charged and quality of recommendations.

 

As the result of the rigorous evaluation process, less than 2% of wealth managers in the Houston region were selected for this award.

 

To view the award, click here.

 

PARTNERSINWEALTH is a fee-only, independent advisory firm offering advice and guidance to financially successful households. Founded in 2000, PARTNERSINWEALTH helps clients with comprehensive financial advisory services including investments, income and estate tax reduction, insurance, estate and philanthropic planning and asset protection. PARTNERSINWEALTH does not accept commissions and every decision is based on the interests of clients, without regard to compensation. For a unique approach to financial management, check www.partnersinwealth.com or call (713) 964-4028.